FINC 669 Investments and Portfolio Management (4)

This course establishes the foundations for analysis of optimal security selection, examines procedures for constructing investment portfolios, and considers strategies that investors can employ to meet various alternative investment objectives. The full scope of the investment management opportunities is considered by examination of investment across all classes of securities (equities, fixed-income instruments, real estate, derivatives, etc.) in both domestic and foreign markets. Selection of individual investments is discussed within the context of portfolio creation, target returns, and risk tolerance and management. Core concepts in this course include measures of risk, diversification and risk management, expected returns and covariance of returns between securities, and the tax implications associated with various asset classes. Prerequisite(s): Full-Time- ACCT 602 Cost Accounting (2) or ACCT 652 Accounting Information and Control Systems (4) and FINC 604 Managerial Finance (2) or FINC 614 Finance (4) and FINC 614B Advanced Financial Management (2). Fully Employed-FINC 655 Financial Management of the Firm (4).

Grading Basis: Graded